User Custom Fields

User custom fields enable you to add additional fields for users.
To view a list of all user custom fields in the system and/or add new custom fields, go to Setup > Users > User Custom Fields.
A list of all existing user custom fields displays, and their total number is visible in the top right corner of the page.
User custom fields can be filtered by specific and advanced criteria. To quickly filter user custom fields, enter one of the following search queries in the search box:

  • name
  • label

Additionally, when using the Advanced Search, user custom fields can be filtered by:

  • name
  • label
  • rank
  • type

Values in all columns can be sorted in ascending/descending order by clicking the column headings.
Clicking opens a pop-up where you can select the columns that will be displayed on the User Custom Fields page. Alternatively, clicking the check mark in the upper-right corner of the Display Settings pop-up selects all columns.
Note: The additional columns will display in the grid only the first time they are added.


Editing a user custom field is done by clicking the Edit button next to the corresponding field name. In addition, copying or deleting a user custom field is done by clicking and selecting the appropriate action.


Adding a New User Custom Field

To create a new user custom field, go to Setup > Users > User Custom Fields > Add New User Custom Field.
All the information needed to create a user custom field is organized into the following two tabs: General and Permissions.

Note: Once created, the user custom field is displayed:

  • below standard fields in Users > Edit > Additional Settings
  • on the User Registration page
  • in Setup > Users > Guest User and Default User Settings > Default User Settings for Self-Registered Users

General Tab

On the General tab, you define general information for the new user custom field.

  1. In Name, enter a name for the new user custom field.
  2. (Optional) In Label, enter a label for the new user custom field.
    Even though label is automatically created based on the name entered in Name, you can enter a different label or leave the field blank.
  3. In Rank, click Set Rank.
    A pop-up displays.
    • Drag and drop the user custom field to set its rank.
    • Click Save.
  4. Select the type of the user custom field from the Type drop-down list.
    - Free Form: The user custom field appears as a text box in which the user inputs a value. There are no restrictions on what the user can enter.
    - Date: The user custom field appears as a text box in which the user enters a date. The date the user enters must match the date format set on User Page.
    - Attribute: The user custom field is attached to an attribute. Selecting this option triggers another drop-down list to display where the user can select the attribute that the field will be connected to.
    - Long Text: The user custom field appears as a large text box in which the user can enter multiple lines of text. There are no restrictions on what the user can enter.
  5. Click Save.
    Alternatively, to save your changes and go back to the User Custom Fields page, click Save & Go Back.

Permissions Tab

On the Permissions tab, you define user custom field permissions.
The tab displays:

  • The Same permission for all Permission Groups toggle switch: The switch is enabled by default, allowing all users in the system the same type of access to the user custom field.
  • Field permission drop-down list: Here you select the type of access for the users.
    - Editable: The user custom field can be edited.
    - Read-Only: The user custom field cannot be edited.
    - Required: The user custom field must be defined.
    - Hidden: The user custom field is not displayed to everyone.

To grant the same access to users, leave the toggle switch enabled and select the type of access from the drop-down list.
To limit the access, disable the toggle switch.

When the toggle switch is disabled, you define permission groups for each of the four field permissions by moving permission groups from Available Permission Groups to Selected Permission Groups.

You are here: CallidusCloud SAP CPQ Online HelpAdmin Page HelpUsers AdministrationUser Custom Fields